Bruce Berkowitz - Fairholme Capital
As of Q2 2026, Bruce Berkowitz reported 13 long-equity positions worth $1.49B in aggregate.
Copy-investor backtest
- Latest quarter
- +6.49%
- 1-year
- +31.19%
- 3-year
- +13.93%
- 5-year
- +56.70%
- 3-year vs S&P 500
- -59.31%
- 5-year vs S&P 500
- -16.98%
- 5-year top 5
- +54.63%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 3 of 10 rows. Rows without a quote are marked unavailable.
| 1 | JOE | ST JOE CO | 73.94% | Reduce -1.5% | 27,481,780 | $518.03M | $18.85 | No quote |
| 2 | SRG | SERITAGE GROWTH PPTYS | 8.09% | Reduce -51.3% | 1,595,000 | $56.7M | No quote | No quote |
| 3 | SHLD | SEARS HLDGS CORP | 6.67% | Reduce -27.3% | 17,499,797 | $46.72M | No quote | No quote |
| 4 | VSTO | VISTA OUTDOOR INC | 6.50% | New | 2,789,700 | $45.53M | No quote | No quote |
| 5 | VST | VISTRA ENERGY CORP | 3.09% | New | 1,039,000 | $21.64M | $20.83 | No quote |
| 6 | OAK | OAKTREE CAP GROUP LLC | 0.47% | New | 84,000 | $3.33M | No quote | No quote |
| 7 | T | AT&T INC | 0.41% | New | 80,000 | $2.85M | $35.65 | No quote |
| 8 | CLPR | CLIPPER RLTY INC | 0.34% | New | 280,000 | $2.37M | No quote | No quote |
| 9 | SHLDW | SEARS HLDGS CORP | 0.28% | Reduce -4.3% | 5,578,747 | $1.95M | No quote | No quote |
| 10 | LUK | LEUCADIA NATL CORP | 0.21% | - | 66,000 | $1.5M | No quote | No quote |